Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a trustee for family trusts and holds a minority ownership in a yacht club. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment approaches while offering a broad range of brokerage and advisory solutions.

John Pitton is a financial advisor with Merrill who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 1985. Outside of his advisory role, he serves as vice chairman of the advisory board and member of the executive and governance committees for the Rochester Business Alliance, a nonprofit business advocacy organization, and is a director of the Rochester Rotary Charitable Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Esteban Becerra Marin is a financial advisor at Morgan Stanley with credentials including Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at AB Tawil & Associates and has held positions outside the financial sector as well. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools.

Christopher Lagasse is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo entities since 2014, working in various capacities within the company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across diverse specialized areas.

Jonathan Raffensperger is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role with Morgan Stanley Services Group, Inc. from 2018 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Lindsey Hendler is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Landmark Wealth Group - Ameriprise Financial. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jacob Buerke is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at FINRA from 2013 to 2019. Outside of his advisory work, Buerke is involved in entrepreneurial ventures including affiliate marketing of premium cigars and technology businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Maurice Andrade serves as a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works collaboratively with clients to define their financial goals and develop portfolio strategies tailored to their specific needs. He provides ongoing advice and adapts strategies as clients' situations change to assist them in managing their finances effectively. Mr. Andrade's expertise encompasses a variety of areas including college education planning, family wealth management, legacy planning, liquidity management, management of new wealth, retirement planning and income, portfolio management, small business strategies, and tax minimization. He approaches financial advising by focusing on what matters most to his clients and their families to create strategies intended to help them pursue their financial objectives. He holds a Bachelor's Degree in Economics from the University at Albany SUNY and has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Maurice is involved in community organizations including Eva's Village and America Needs You (ANY). His personal interests include billiards, boxing, camping, football, golfing, pickleball, skiing, swimming, and spending time with his family.

Kristina Lopez is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, where she has worked since 2014. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and models.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jonah Evangelista is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Kevin Petersen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Stifel Nicolaus, Credit Suisse Securities, and E*Trade. Petersen is based in Purchase, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc. from 2009 to 2020. Outside of his advisory role, he is involved with Longo Financial Services, Inc., where he functions as a non-variable insurance agent offering fixed annuities, term life insurance, whole life insurance, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stephanie Cronin is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. She previously worked at Citibank and Bank of America from 2016 to 2024 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paula Dierking is a financial advisor with Merrill, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Spanarkel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Global Institutional Consultant with the Bank of America Global Institutional Consulting Group. In his role, he provides services to both nonprofit and for-profit institutional clients, assisting with a broad range of needs including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. Since joining Merrill Lynch in 1984, Mr. Spanarkel has developed expertise in creating comprehensive financial strategies for high net worth families and individuals, focusing on retirement planning and forecasting, asset protection, and estate strategies. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Certified Investment Management Consultant® (CIMC®) designation. Mr. Spanarkel holds a bachelor's degree from Duke University. Prior to his financial advisory career, he played professional basketball with the Philadelphia 76ers and the Dallas Mavericks in the National Basketball Association. He is a member of the Healthcare Financial Management Association, the New Jersey chapter of the Association of Fundraising Professionals, and the Investments & Wealth Institute™. He serves as a board member of the Board of Trustees for the Independent College Fund of New Jersey. His personal interests include basketball, golfing, swimming, and spending time with his family.